Institutional Ownership Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA). We have compiled data on the 2,308 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $51.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
168,492
shares
|
$15 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
167,203
shares
|
$14.9 Million
5.48% of portfolio
|
Q1 2025
Added 59.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
166,854
shares
|
$14.9 Million
0.21% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
166,581
shares
|
$14.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
166,366
shares
|
$14.8 Million
0.2% of portfolio
|
Q4 2023
Added 6.26%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
166,311
shares
|
$14.8 Million
0.7% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
166,184
shares
|
$14.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
166,128
shares
|
$14.8 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
165,863
shares
|
$14.8 Million
1.5% of portfolio
|
Q1 2025
Added 1092.74%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
165,281
shares
|
$14.7 Million
6.24% of portfolio
|
Q2 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,578
shares
|
$14.6 Million
0.26% of portfolio
|
Q3 2022
Added 321.82%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
163,084
shares
|
$14.6 Million
3.83% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
162,142
shares
|
$14.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
161,299
shares
|
$14.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
160,244
shares
|
$14.3 Million
0.05% of portfolio
|
Q1 2025
Added 175.35%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
May 05, 2025 Q1 2025 |
160,000
shares
|
$14.3 Million
6.02% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
159,955
shares
|
$14.3 Million
3.73% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
159,260
shares
|
$14.2 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
158,793
shares
|
$14.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
157,572
shares
|
$14.1 Million
0.31% of portfolio
|
Q1 2025
Added 79.39%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
157,049
shares
|
$14 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
151,470
shares
|
$13.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
149,683
shares
|
$13.4 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
149,645
shares
|
$13.4 Million
3.41% of portfolio
|
Q2 2025
Added 234.81%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
147,879
shares
|
$13.2 Million
3.27% of portfolio
|
Q2 2025
Reduced 1.02%
|